Shakespeare Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
917
-68
| -7% | -$33K | 0.12% | 65 |
|
|
2025
Q1 | $525K | Buy |
985
+4
| +0.4% | +$2.13K | 0.14% | 62 |
|
|
2024
Q4 | $445K | Buy |
981
+234
| +31% | +$106K | 0.12% | 66 |
|
|
2024
Q3 | $344K | Buy |
747
+12
| +2% | +$5.52K | 0.09% | 75 |
|
|
2024
Q2 | $299K | Buy |
735
+7
| +1% | +$2.85K | 0.09% | 73 |
|
|
2024
Q1 | $306K | Hold |
728
| – | – | 0.09% | 70 |
|
|
2023
Q4 | $260K | Hold |
728
| – | – | 0.08% | 72 |
|
|
2023
Q3 | $255K | Hold |
728
| – | – | 0.09% | 71 |
|
|
2023
Q2 | $248K | Hold |
728
| – | – | 0.08% | 67 |
|
|
2023
Q1 | $225K | Hold |
728
| – | – | 0.08% | 72 |
|
|
2022
Q4 | $225K | Buy |
+728
| New | +$225K | 0.08% | 67 |
|
|
2022
Q3 | – | Sell |
-733
| Closed | -$200K | – | 69 |
|
|
2022
Q2 | $200K | Hold |
733
| – | – | 0.08% | 68 |
|
|
2022
Q1 | $253K | Buy |
+733
| New | +$253K | 0.09% | 66 |
|
|
2021
Q3 | – | Sell |
-803
| Closed | -$229K | – | 77 |
|
|
2021
Q2 | $229K | Hold |
803
| – | – | 0.09% | 66 |
|
|
2021
Q1 | $205K | Buy |
+803
| New | +$205K | 0.08% | 72 |
|